See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,199 | $71,050-65.9% | $93,606-74.1% | $80,856-70.1% |
| Participation rate | 52.4% | 60.4%-8.0pp | 68.7%-16.3pp | 67.6%-15.3pp |
| Annual return | 9.66% | 11.26%-1.6pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $358 | $1,564-77.1% | $2,420-85.2% | $2,755-87.0% |
| Participant deferral / active EE | $1,499 | $4,034-62.8% | $4,411-66.0% | $4,296-65.1% |
| Admin fee / account holder | $4,636 | $6,945-33.2% | $8,285-44.0% | $6,918-33.0% |